Merchant Portfolio Analyst - Implementation Specialist

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The Merchant Portfolio Analyst - Implementation Specialist is responsible for managing the end-to-end implementation of merchant payment processing solutions. This role ensures that clients are onboarded efficiently, payment processing systems are integrated successfully, and projects are completed in a timely fashion and within scope. The Merchant Portfolio Analyst-Implementation Specialist partners across the broader organization and with key vendors to drive client experience and operational excellence.

• Oversee the implementation of merchant processing solutions from initiation to completion

• Develop and maintain project plans, timelines, and deliverables

• Manage multiple client implementations simultaneously

• Collaborate with internal teams (Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, Vendors) to drive implementations to completion

• Serve as the primary point of contact for merchant clients during assigned implementation

• Work with internal partners to gather to gather required documentation during intake for client implementations

• Complete and submit of CIMS Implementation Request and Acquiring Solutions Intake form for assigned implementation projects

• Complete and submit all applicable boarding templates and forms, as needed

• Engage required resources as needed to complete tasks for a successful implementation

• Facilitate and attend implementation project meetings, as needed to ensure successful completion of assigned implementation projects

• Track and provide updates on assigned implementation status via implementation item/record creation

• Research, escalate, and resolve issues during implementation to ensure a timely implementation

• Work closely with client and technical resources to troubleshoot and resolve technical issues during implementation

• Perform post-implementation validation (auth/settle/funding/interchange/billing)

• 3+ years Payments and Merchant Payment Processing experience

• Strong business acumen and analytical skills

• In-depth knowledge of merchant services

• Team player with proven ability to interact and collaborate well with others

• Focused on client satisfaction and client experience

• Ability to influence and ensure successful outcomes

• Proven ability research and resolve complex issues

• Ability to work independently with minimal supervision

• Strong organizational skills

• Demonstrated effective communication skills, including written, oral, and presentation skills

• Effective planning, prioritization and time management acumen

• Ability to coach colleagues with less experience and/or knowledge, as necessary

• Proficient in Microsoft Office suite (i.e Outlook, Word, Excel, PowerPoint, and OneNote

• Ability to quickly learn new processes and procedures

• Previous Project Management experience

• Experience working with cross-functional teams

• Active Listening

• Critical Thinking

• Customer and Client Focus

• Problem Solving

• Account Management

• Attention to Detail

• Collaboration

• Data Management

• Portfolio Management

• Adaptability

• Learning Delivery

• Oral Communications

• Prioritization

• Written Communications